Bilingual Client Success - Loan Opener

National Debt Relief, LLC; Tennessee; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Bilingual Client Success - Loan Opener to provide exceptional support for clients in a debt settlement program. This full-time remote role involves making and answering calls, determining loan eligibility, and maintaining positive relationships with clients. The ideal candidate will possess strong organizational skills, a bilingual proficiency in Spanish, and a passion for helping others achieve financial stability. Join a supportive team that values performance and offers a competitive salary along with comprehensive benefits, including medical, dental, and a 401(k) plan with matching contributions.

Benefits

Medical, Dental, Vision

401(k) with match

Paid holidays

Paid parental leave

Life insurance

Pet insurance discount

Access to earned wages before payday

Qualifications

• 2 years’ experience in account management or inside sales required.
• Strong organizational skills with attention to detail needed.

Responsibilities

• Enroll qualified clients into loan consolidation programs.
• Document client discussions clearly using Salesforce CRM.

Skills

Bilingual in Spanish

Account Management

Inside Sales

Salesforce CRM

Microsoft Office

Organizational Skills

Multi-tasking

De-escalation Skills

Education

High School Diploma or Equivalent

Tools

Salesforce

Job description

Join to apply for the Bilingual Client Success - Loan Opener role at National Debt Relief, LLC

Overview

The Bilingual Reach Financial (RF) Opener position is non-exempt and focused on providing exceptional phone support for National Debt Relief’s clientele enrolled in our debt settlement program. Responsibilities include answering inquiries, addressing client concerns, and anticipating needs to ensure successful program completion. A typical day involves making and answering inbound and outbound calls, determining loan eligibility, and maintaining positive client relationships to enhance their experience.

This position has an expected start date of 6/23/2025. It is a full-time remote role. We are hiring in Arizona, Florida, Georgia, Nevada, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah.

Scheduling is for an 8-hour shift: Monday - Friday, 10 a.m. - 7 p.m. Central Time. Final scheduling will be confirmed prior to hiring.

Responsibilities

• Enroll qualified clients into Reach Financial’s express loan consolidation program
• Document client discussions clearly using Salesforce CRM
• Meet performance criteria set by management
• Review and obtain settlement approvals from clients
• Escalate issues to Supervisors or other departments as needed
• Adhere to company policies and procedures

Qualifications

• Bilingual in Spanish required
• High school diploma or equivalent
• 2 years’ experience in account management or inside sales
• Sales experience in a contact center
• Strong organizational and multi-tasking skills with attention to detail
• Professional, empathetic, polite, flexible, confident, tactful, patient, and diplomatic
• Proficiency in Microsoft Office is a plus
• Ability to meet high sales metrics monthly
• De-escalate stressful situations

Soft Skills

• High performance orientation
• Ability to work in a fast-paced, high-volume environment
• Clear communication about loan programs
• Accurate record-keeping in Salesforce
• Multi-tasking across multiple systems
• De-escalation skills for stressful interactions
• Support vulnerable clients
• Remain calm and professional during difficult discussions
• Accept constructive feedback

Additional Qualifications

• Computer proficiency
• Ability to prioritize multiple tasks
• Excellent written and verbal communication skills
• Punctuality and reliability
• Full-time availability, overtime eligible if non-exempt

Compensation

The salary range is $20.50/hr plus performance bonuses, determined by role, level, and location.

About National Debt Relief

Founded in 2009, we help consumers manage overwhelming debt. We are rated A+ by the BBB and have helped over 450,000 people settle over $10 billion of debt. Our mission is to empower clients to lead healthier financial lives.

Benefits

• Medical, Dental, Vision
• 401(k) with match
• Paid holidays, volunteer days, sick leave, vacation
• Paid parental leave
• Pre-tax transit benefits
• Life insurance
• Voluntary benefits
• Pet insurance discount
• Access to earned wages before payday

We are an equal opportunity employer and a certified Great Place to Work.